RMR Wealth Builders: summary

RMR Wealth Builders reported 310 positions with a reported value of $1.72B in its 13F for Q3 2026. Compared with Q2 2026: 21 new positions, 27 exited.

Top positions

• VANGUARD MORNINGSTAR GROWTH ETF
• VANGUARD S&P 500 ETF
• VANGUARD MORNINGSTAR VALUE ETF
• ISHARES CORE S&P MID-CAP ETF
• ISHARES CORE MSCI EAFE ETF
• NORTHERN LTS FD TR II
• NVIDIA CORPORATION
• APPLE INC COM
• ISHARES RUSSELL 1000 GROWTH ETF
• SCHWAB SHORT-TERM US TREASURY ETF